See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,651 | $65,365-51.6% | $92,893-65.9% | $72,985-56.6% |
| Participation rate | 92.6% | 68.3%+24.3pp | 76.0%+16.6pp | 69.5%+23.1pp |
| Annual return | 15.60% | 42.10%-26.5pp | 109.41%-93.8pp | 81.00%-65.4pp |
| Employer contribution / active EE | $140 | $2,594-94.6% | $3,653-96.2% | $2,440-94.3% |
| Participant deferral / active EE | $3,577 | $3,128+14.3% | $4,236-15.6% | $3,607-0.8% |
| Admin fee / account holder | $74 | $4,251-98.2% | $5,794-98.7% | $5,124-98.5% |